Creative Planning
BUFF icon

Creative Planning’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Creative Planning’s Portfolio BUFF Stock Details BUFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$945K Sell
17,931
-2,275
-11% -$118K ﹤0.01% 2684
2026
Q1 		$998K Buy
+20,206
New +$1.01M ﹤0.01% 2455
2024
Q4 		– Sell
-5,693
Closed -$251K – 3599
2024
Q3 		$251K Buy
+5,693
New +$247K ﹤0.01% 2671

Other funds holding BUFF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Creative Planning's BUFF Position: Q2 2026 in Review

Creative Planning reduced its Innovator Laddered Allocation Power Buffer ETF (BUFF) stake by 11% in Q2 2026, selling an estimated $118K and leaving 17,931 shares worth $945K. The position accounts for ﹤0.01% of the portfolio, ranked #2684.

Creative Planning first reported a position in BUFF in Q3 2024 and has held it in 3 quarters since. The position peaked at $998K in Q1 2026. 164 funds tracked by Wall St. Rank hold BUFF as of Q2 2026.

  • Creative Planning held 17,931 shares of Innovator Laddered Allocation Power Buffer ETF worth $945K as of Q2 2026.
  • Creative Planning sold 2,275 Innovator Laddered Allocation Power Buffer ETF shares in Q2 2026, an estimated $118K.
  • Innovator Laddered Allocation Power Buffer ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2684 holding.
  • Creative Planning first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q3 2024 and has held it in 3 quarters since.
  • Creative Planning's Innovator Laddered Allocation Power Buffer ETF position peaked at $998K in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.